How to Self-Enroll in UnifiedPay

Learn how to Self-Enroll in UnifiedPay

Jump to:

From the Web version, navigate to the left hand menu.
- Then Click Join Unified Pay or Clinic Settings then Billing Information. Both selections will lead to the screen below.

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In the top section of this page you will see Activate UnifiedPay's integrated card processing.
Click on the green Activate button to get started.
On the first step, enter your company profile and details.
All the mandatory fields are marked accordingly with a red asterisks *.
When you have filled out all of the required fields, Click the green Next button.
Once you click on Next/Previous buttons, all of the completed information will be saved securely on our server.
- If the you close the form and then reopen it later, all the previously completed information will be available to continue.
On the second step, enter the personal information of the business owner(s) and the primary contact.
- There can be up to 4 business owners added to the application.
On the third step, enter the bank information you would like linked to your UnifiedPay account.
The last step in the process allows you to review all the information in read-only view before submitting it to the Payment Services team.
- This step includes general pricing information and agreements document.

Step4

To edit or make changes to any of your information, just Click the Back button to navigate through the previous steps.
Please review the information thoroughly, once the information is submitted you cannot view or update it.

To track the application status navigate to Clinic Settings > Billing Information. Here you can view the application status in real time.
- Please note the Payment Services team will contact you via email and/or phone to provide additional documentation.
If your application is under review, you will see the status below.
If your application has been declined, you will see the status below.
Once the application is approved, you will be able to activate CCPE and enjoy all the features that come with Unified Pay.